VISGX vs. VOO
Compare and contrast key facts about Vanguard Small Cap Growth Index Fund (VISGX) and Vanguard S&P 500 ETF (VOO).
VISGX is managed by Vanguard. It was launched on May 21, 1998. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Performance
VISGX vs. VOO - Performance Comparison
Loading graphics...
VISGX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VISGX Vanguard Small Cap Growth Index Fund | 0.23% | 8.18% | 14.80% | 22.91% | -28.50% | 5.58% | 35.11% | 32.60% | -5.81% | 21.78% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, VISGX achieves a 0.23% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, VISGX has underperformed VOO with an annualized return of 10.31%, while VOO has yielded a comparatively higher 14.14% annualized return.
VISGX
- 1D
- 4.35%
- 1M
- -6.40%
- YTD
- 0.23%
- 6M
- 1.43%
- 1Y
- 20.03%
- 3Y*
- 12.25%
- 5Y*
- 2.02%
- 10Y*
- 10.31%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
VISGX vs. VOO - Expense Ratio Comparison
VISGX has a 0.19% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Return for Risk
VISGX vs. VOO — Risk / Return Rank
VISGX
VOO
VISGX vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small Cap Growth Index Fund (VISGX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| VISGX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.84 | 1.01 | -0.17 |
Sortino ratioReturn per unit of downside risk | 1.33 | 1.53 | -0.20 |
Omega ratioGain probability vs. loss probability | 1.18 | 1.23 | -0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.38 | 1.55 | -0.17 |
Martin ratioReturn relative to average drawdown | 5.51 | 7.31 | -1.80 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| VISGX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.84 | 1.01 | -0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.71 | -0.63 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.79 | -0.34 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.83 | -0.47 |
Correlation
The correlation between VISGX and VOO is 0.86, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
VISGX vs. VOO - Dividend Comparison
VISGX's dividend yield for the trailing twelve months is around 0.40%, less than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VISGX Vanguard Small Cap Growth Index Fund | 0.40% | 0.33% | 0.42% | 0.56% | 0.46% | 0.23% | 0.35% | 0.47% | 0.65% | 0.71% | 0.97% | 0.84% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
VISGX vs. VOO - Drawdown Comparison
The maximum VISGX drawdown since its inception was -58.74%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for VISGX and VOO.
Loading graphics...
Drawdown Indicators
| VISGX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.74% | -33.99% | -24.75% |
Max Drawdown (1Y)Largest decline over 1 year | -14.49% | -11.98% | -2.51% |
Max Drawdown (5Y)Largest decline over 5 years | -38.41% | -24.52% | -13.89% |
Max Drawdown (10Y)Largest decline over 10 years | -38.70% | -33.99% | -4.71% |
Current DrawdownCurrent decline from peak | -7.54% | -5.55% | -1.99% |
Average DrawdownAverage peak-to-trough decline | -11.67% | -3.72% | -7.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.63% | 2.55% | +1.08% |
Volatility
VISGX vs. VOO - Volatility Comparison
Vanguard Small Cap Growth Index Fund (VISGX) has a higher volatility of 8.86% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. This indicates that VISGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| VISGX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.86% | 5.34% | +3.52% |
Volatility (6M)Calculated over the trailing 6-month period | 15.70% | 9.47% | +6.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.53% | 18.11% | +6.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.56% | 16.82% | +6.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.92% | 17.99% | +4.93% |